Advisor at Merit Financial Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Merit Financial Advisors
Location
Dodgeville, WI 53533
Credentials
Series 63, Series 65
Industry experience
18 years
Financial planning flat fees up to $80,000; Annual Trustee/Fiduciary Fee $16,500 to $18,000 plus additional asset-based fees
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% Above $250,000+: 1.00%
Hourly rates for financial planning services, specific rates not stated
Ongoing financial planning fees payable annually, quarterly, or monthly
Merit Financial Advisors
2025 - Present (1 year)
Pillar Wealth Management Co.
2011 - 2025 (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Dodgeville, WI
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Series 63, Series 66
Dodgeville, WI
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Series 66
Dodgeville, WI
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Series 66
Barneveld, WI
LPL Financial
Series 66
Dodgeville, WI
Edward Jones
Series 63, Series 65
Dodgeville, WI
Thrivent Investment Management
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